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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,128-100.0% | $86,582-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 5.73% | 27.66%-21.9pp | 965.08%-959.4pp | 73.15%-67.4pp |
| Employer contribution / active EE | $610 | $2,068-70.5% | $2,839-78.5% | $2,343-73.9% |
| Participant deferral / active EE | $1,221 | $2,695-54.7% | $3,609-66.2% | $3,332-63.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |